Financial AdviserProfile

Combined Financial Strategies Ltd

Public-record profile
Suite 155, 3 Edgar Buildings, Bath, BA1 2FJ
Claim Profile

Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Combined Financial Strategies Ltd is listed as a FCA appointed representative in the BA1 2FJ area. Registered at Companies House in 2008. FCA records list The Whitechurch Network Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2008
Type
FCA appointed representative
Company No.
06499382
SIC
66190
Services
1

Are you the business owner?

Your competitors are using AI to handle out-of-hours calls instantly. Activate 24/7 voice triage on this profile for free.

Activate UseSam AI

Protect Your Business Too

Found your adviser? Ensure your business scale is protected. Structure PMI or Life cover instantly alongside your new advisory setup with WeCovr.

Explore Protection Plans

Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

The Whitechurch Network Limited, FRN 190859 (Full)

Companies House

COMBINED FINANCIAL STRATEGIES LIMITED is active and was incorporated on 11 February 2008.

Nature of business: 66190 - Activities auxiliary to financial intermediation n.e.c.

Registered office: Suite 155 3 Edgar Buildings George Street, Bath, Avon, BA1 2FJ

Authorisations

FCAactive
Reference: 481624
Type: FCA appointed representative
Company no.: 06499382
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
28 February 2025
Accounts next due
30 November 2026
Accounts type
Micro Entity
Employees
1
Equity
£17,250
Fixed assets
£1,139
Current assets
£38,584
Net current assets/liabilities
£15,111
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

MCCOLGAN, Jonothan Charles
Appointed 11 February 2008
DOB: 4/1976

Persons with significant control

Mrs Michelle Mccolgan
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 2/1978
Mr Jonothan Charles Mccolgan
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 4/1976

Recent Filings

17 February 2026
CS01
confirmation statement with no updates
9 September 2025
PSC04
change to a person with significant control
4 August 2025
AA
accounts with accounts type micro entity
11 February 2025
CS01
confirmation statement with no updates
26 March 2024
AA
accounts with accounts type micro entity
12 February 2024
CS01
confirmation statement with no updates

Verified Reviews

Reviews are sorted by verification strength, then recency.

No verified reviews have been published for Combined Financial Strategies Ltd yet.

Leave a Verified Review

UseSam client links are verified automatically. LinkedIn sign-in adds professional identity context.

Review verificationPending Verification

Email-only reviews require manual approval before publication.

Sign in with LinkedIn to Review

Location

Loading map...

You'll find Combined Financial Strategies Ltd at the location shown on the map in Bath.

Other Financial Advisers in or near Bath

Explore other listed profiles in your area

Is this your profile?

Claim your profile to activate a VerifiedAdvisers AI receptionist with a dedicated phone number and routed client enquiries.

Claim Profile

✓ Dedicated AI receptionist number

✓ Routed client enquiries

✓ Profile verification and review tools

ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.